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How get quotation count in list report

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  • How get quotation count in list report

    Hi,

    I want to get the total quotation count of particular opportunity via list report.

    Ex: Quote1, Quote2, Quote3 assigned to opportunity called "espocrm price".

    So when I pull a report in list report like Quote count for opportunity it should come as
    OpportunityName Quotation Count
    espocrm price 3



    Is it possible ????
    Cheers!
    Nishan.

  • #2
    Hi, I got the quotation count with a formula.

    quoteCount = entity\countRelated('quotes');


    But the thing is formula not working automatically. Is there anyway to run formula automatically with scheduled time or automatically update quote count field. Please help me.
    Cheers!
    Nishan.

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    • #3
      Hello,
      There is no such ability. I suggest you use a report and a scheduled workflow to automate it.

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